Aspiring Financial Adviser

Old Mutual; Pietermaritzburg; On-site; ZAR 150,000 - 300,000; Full time

Job summary

Join Old Mutual as a Financial Adviser where you'll guide clients in achieving their financial goals. This role emphasizes building trust and making informed financial decisions to help customers secure their futures. If you're self-motivated with a strong entrepreneurial spirit and have a Matriculation Certificate, we want to hear from you!

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Required Matriculation Certificate.
• Skills in customer service, sales, and building trust.

Responsibilities

• Championing customers to achieve lifetime goals.
• Identifying financial needs and providing sound financial advice.
• Recommending and implementing financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Software

Education

Matriculation Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability

Education

Matriculation Certificate (Matric) (Required)

Closing Date

30 July 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!